Inventory Help Centre
Request, receive, move, and count stock safely¶
Task-based instructions for purchasing, receiving, recording stock activity, and reconciling what the warehouse actually holds.
Choose your task¶
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Purchasing and receiving
Raise requisitions and Purchase Orders, record deliveries, and follow up outstanding supplier deliveries.
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Stock activity
Transfers, stock-out, damage, and counts — recorded with the workflow that matches what actually happened.
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Configuration
Maintain products, suppliers, and warehouses.
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Reports and reconciliation
Run stock reports and reconcile them against Movements.
Start with your responsibility¶
| Role | Owns |
|---|---|
| Storekeeper | Receiving, transfers, stock-out, damage, counts, and daily reconciliation |
| Procurement user | Requisitions, Purchase Orders, suppliers, delivery details, and follow-up of outstanding deliveries |
| Supervisor | Approvals, exceptions, controlled configuration changes, and New Day readiness |
Only perform tasks assigned to your role. If a button or record is unavailable, ask the authorized person to complete or review the task.
Three rules for every stock change¶
Check these before you save
- Use the workflow that matches what actually happened.
- Check the warehouse, product, unit, quantity, cost, and date before saving.
- Confirm the result in Movements using the document reference.
Do not create a second record when a result is unclear. Check the relevant list and Movements first, then ask a Supervisor for help.